WAGIX Mutual Fund

WAGIX Mutual Fund

NAV$4.79
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Returns Overview

1 Month
-0.21%
3 Months
-1.88%
6 Months
-0.95%
YTD
-0.34%
1 Year
+0.25%
3 Years (annualized)
+7.51%
5 Years (annualized)
+2.01%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WAGIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Universal Index(BBGUSUVI)
This Mutual Fund (YTD)
-0.34%
Peer Avg (YTD)
-0.97%
vs Peers
+0.63%

WAGIX Mutual Fund Performance

WAGIX performance across multiple time periods: 1-month -0.21%, YTD -0.34%, 1-year 0.25%, 3-year 7.51%, 5-year 2.01%, 10-year 3.26%.

WAGIX returns outperform the peer average of -0.97% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

WAGIX vs another fund shows side-by-side returns. WAGIX alternatives are available in the Mutual Fund Screener.